Client 1 St Advisory Group, LLC Closed Holding Positions

Client 1 St Advisory Group, LLC

  • $230 Million
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
PMO
Putnam Municipal Opportunities Trust

Financial Services
Q2 2022 Filed on Aug 12, 2022
10,000
$10.51 - $11.94 $105K - $119K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
Q2 2022 Filed on Aug 12, 2022
2,490
$81.97 - $83.48 $204K - $208K
IEF
Ishares Barclays

ETFs
Q2 2022 Filed on Aug 12, 2022
2,062
$98.15 - $106.65 $202K - $220K
IYG
Ishares Tr

ETFs
Q2 2022 Filed on Aug 12, 2022
1,201
$48.28 - $60.23 $58K - $72.3K
AZN
Astrazeneca PLC

Healthcare
Q1 2022 Filed on May 13, 2022
4,856
$55.72 - $67.12 $271K - $326K
NEAR
Blackrock Short Maturity Bond

ETFs
Q4 2021 Filed on Feb 14, 2022
4,092
$49.93 - $50.12 $204K - $205K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q3 2021 Filed on Nov 12, 2021
1,811
$109.72 - $129.16 $199K - $234K
IHDG
Wisdomtree Tr

ETFs
Q3 2021 Filed on Nov 12, 2021
4,557
$43.17 - $46.44 $197K - $212K
SPTL
Spdr Portfolio Long Term Treas

ETFs
Q3 2021 Filed on Nov 12, 2021
6,482
$41.23 - $43.27 $267K - $280K
Riverview Finl Corp New
Q2 2021 Filed on Aug 03, 2021
13,883
N/A
PPL
Ppl Corp

Utilities
Q2 2021 Filed on Aug 03, 2021
10,772
$27.61 - $29.5 $297K - $318K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
Q1 2021 Filed on May 12, 2021
5,248
$41.83 - $47.19 $220K - $248K
SAFM
Sanderson Farms Inc

Consumer Defensive
Q1 2021 Filed on May 12, 2021
2,151
$127.83 - $164.2 $275K - $353K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
Q3 2020 Filed on Nov 12, 2020
8,339
$43.04 - $46.81 $359K - $390K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q3 2020 Filed on Nov 12, 2020
6,862
$33.84 - $37.9 $232K - $260K
AGZ
Ishares Agency Bond ETF

ETFs
Q3 2020 Filed on Nov 12, 2020
4,605
$120.69 - $121.83 $556K - $561K
RWO
Spdr Dow Jones Global Real Est

ETFs
Q3 2020 Filed on Nov 12, 2020
5,531
$38.16 - $41.66 $211K - $230K
PJP
Invesco Exchange Traded Fd Tr

ETFs
Q3 2020 Filed on Nov 12, 2020
4,483
$61.98 - $67.45 $278K - $302K
SPMD
Spdr Portfolio

ETFs
Q2 2020 Filed on Aug 13, 2020
9,124
$23.46 - $34.21 $214K - $312K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
Q2 2020 Filed on Aug 13, 2020
6,426
$26.11 - $28.18 $168K - $181K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
Q2 2020 Filed on Aug 13, 2020
10,921
$22.29 - $32.04 $243K - $350K
Goldman Sachs ETF Tr
Q2 2020 Filed on Aug 13, 2020
10,307
N/A
IPAC
Ishares Tr Ishares Core Msci P

ETFs
Q2 2020 Filed on Aug 13, 2020
10,510
$43.94 - $55.78 $462K - $586K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
Q2 2020 Filed on Aug 13, 2020
10,978
$19.65 - $20.34 $216K - $223K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
Q2 2020 Filed on Aug 13, 2020
9,024
$29.54 - $36.83 $267K - $332K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
Q2 2020 Filed on Aug 13, 2020
10,241
$48.74 - $50.59 $499K - $518K
ICSH
Blackrock Ultra Short Term Bon

ETFs
Q2 2020 Filed on Aug 13, 2020
4,823
$49.88 - $50.57 $241K - $244K
EWX
Spdr S&P Emerging Markets Smal

ETFs
Q1 2020 Filed on May 15, 2020
13,986
$29.99 - $47.26 $419K - $661K
SPSB
Spdr Portfolio Short Term Corp

ETFs
Q1 2020 Filed on May 15, 2020
8,882
$27.48 - $31.14 $244K - $277K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
Q1 2020 Filed on May 15, 2020
3,406
$39.85 - $66.69 $136K - $227K
IVE
Ishares S&P 500 Value ETF

ETFs
Q1 2020 Filed on May 15, 2020
2,453
$82.97 - $131.79 $204K - $323K
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